BBR had 20 participants demonstrate their commitment “to change the face of men’s health” by growing a moustache during the month of November. With support from colleagues, this group raised almost $5,000 for The Movember Foundation.
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BBR sent a volunteer team to participate in FeedingNYC, a community effort to provide Thanksgiving meals to New Yorkers in need. The team successfully delivered 350 meals to families throughout Harlem and the Bronx.
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BBR Partners, a wealth management firm based in New York and San Francisco, announced today the hiring of Barry M. Klayman as the firm’s Chief Operating Officer and newest Partner.
Mr. Klayman was previously a founding member of Asset Management Finance, LLC, a Credit Suisse affiliate. As BBR’s Chief Operating Officer he will coordinate all operational efforts to ensure efficient, secure and effective internal processes. Additionally, he will assist in formulating the strategic direction of the firm. “Barry will be an excellent addition to our firm. He has extensive experience in developing and executing operational process improvements, which will allow BBR to continue providing a high level of service to our clients,” said Evan Roth, Managing Partner of BBR Partners, who co-founded the firm in 2000.
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BBR Partners, a bicoastal multi-family office based in New York City and San Francisco, held an event for its West Coast clients, followed by a cocktail reception. BBR hosted Patrick Geddes, the Chief Investment Officer and a Partner of Aperio Group.
“We feel privileged to be able to partner with such a highly accomplished set of clients who enjoy coming together to share ideas. Today, we were pleased to be joined by Patrick, who shared his insights on behavioral finance and the benefits of passive investing in efficient markets, a topic especially relevant and interesting to our client community,” said Stephanie Gromek, Partner and Head of Portfolio and Wealth Advisory at BBR.
The manager presentation was followed by a discussion led by Brett Barth and Todd Whitenack, Partners and Heads of the Investment Management Team, on the current state of the global markets and the ways in which BBR optimizes client portfolios in the evolving market environment. The event concluded with a cocktail reception where clients and advisors connected, shared ideas and discussed the evening’s presentations.
BBR Partners, a New York-based multi-family office, is expanding its client programming by holding the first event in its 2011 Client Speaker Series. Formatted as a breakfast presentation and conference call, Matthew Waxman, an expert in national security and international law, will lead a discussion on the current instability in the Middle East and North […]